What are the modules that territories can be setup for?
Territories can be setup for the Accounts, Contacts and Deals modules. When territory management is enabled, these records will have a new field named Territories. Also, there will be a list view for territories in the Home page of these modules to filter and view records that belong to a selected territory.
Related Articles
Using Territories
Understanding Territory Management Using Territory Management, you can segment accounts, contacts and deals into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of these ...
Assigning Territories
How are Territories Assigned? Automatically Territories are automatically assigned to accounts, contacts and deals when they are created or modified. When a record meets the criteria of a territory, only then is it validated for its sub territories. ...
Can I delete a module in Zoho CRM?
No, you cannot delete a module (tab) in Zoho CRM. You can only hide the module in your account or customize them as per your requirements. To hide the unwanted modules, please follow these steps: Log in to Zoho CRM with administrative privileges. Go ...
Can I send mass emails from custom modules?
Yes, you can send mass emails from custom modules in the same way as from standard modules like Leads, Contacts, and Deals. To send mass emails from a custom module Go to the module which contains records you want to send mass emails to. Navigate ...
Customizing Modules
Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...